Make room each month for campaign planning
Set aside a monthly session to review campaign priorities and prepare the work ahead.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Event
Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.
Why this helps
Campaign planning can become last-minute when it has no regular place in the calendar.
- Protect a regular time to plan campaigns
- Make preparation easier to maintain
- Keep planning work visible in your calendar
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Google Calendar in the Notis portal once.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a monthly campaign planning session on the date and time you specify.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real example and confirm the planned event.
Questions about this workflow
Does this sync campaign information from Agile CRM?
No Agile CRM trigger or read action is listed. This workflow reserves planning time; include campaign details in your instruction if you want Notis to use them.
Can I choose a different cadence?
Yes. Set the schedule trigger to the cadence you want and describe the session timing in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Google Calendar. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Google Calendar actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Insert Calendar into List
Inserts an existing calendar into the user's calendar list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Update Calendar List Entry
Updates an existing entry on the user\'s calendar list.
Delete Calendar
Deletes a secondary calendar. use calendars.clear for clearing all events on primary calendars.
Update Calendar
Updates metadata for a calendar.
Clear Calendar
Clears a primary calendar. this operation deletes all events associated with the primary calendar of an account.
Create Event
Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.
Delete event
Deletes a specified event by `event id` from a google calendar (`calendar id`); this action is idempotent and raises a 404 error if the event is not found.
Create a calendar
Creates a new, empty google calendar with the specified title (summary).
Connect any two apps with Notis in the middle.
Agile CRM and Google Calendar, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Google Calendar.